Position in ADSK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$277,048
-$86,121 QoQ
Shares Held
1,425
-6.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#801
of 1,188 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ADSK Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BSW Wealth Partners holds $5,104,567 across 11 Software - Application names. ADSK ranks #8 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
3,384 | $757,846 | |
| 2 | CRM |
Salesforce, Inc.
|
4,555 | $713,586 | |
| 3 | SAP |
Sap SE
|
4,246 | $654,351 | |
| 4 | UBER |
Uber Technologies, Inc
|
8,533 | $615,741 | |
| 5 | NOW |
ServiceNow, Inc.
|
6,105 | $606,104 | |
| 6 | INTU |
Intuit Inc.
|
2,002 | $522,522 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
1,128 | $423,360 | |
| 8 | ADSK |
Autodesk, Inc.
This page
|
1,425 | $277,048 |
All Filings in ADSK
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $277,048 | 1,425 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $363,169 | 1,517 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $503,217 | 1,700 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $539,085 | 1,697 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $565,584 | 1,827 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $425,686 | 1,626 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $505,424 | 1,710 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $428,922 | 1,557 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $359,297 | 1,452 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $356,514 | 1,369 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $213,775 | 878 | Shares | Sole | 2024-01-25 | |
| 2023-06-30 | $204,200 | 998 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $903,414 | 4,340 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $623,958 | 3,339 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $520,051 | 2,784 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $480,456 | 2,794 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $550,879 | 2,570 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $628,459 | 2,235 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $509,313 | 1,786 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $463,829 | 1,589 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $353,920 | 1,277 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $346,560 | 1,135 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $237,247 | 1,027 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $370,505 | 1,549 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||